Quick Answer
How do you create a basic campaign?
Open Campaigns, click Create Campaign, enter a name, and save it. Open Campaign Configuration to set delivery windows, users, Stop On Response, Allow Multiple, and any next-campaign behavior. Add events in the order they should run, configure each event’s relative timing, test the sequence, and change the status from Draft to Published.
How a Basic Campaign Works
A basic campaign is a sequence of events that run in a defined order after a contact enters the campaign.
Each event can send a message, create a manual task, place a voicemail step, or perform another available campaign action.
The timing of each event is normally based on the event before it. This creates a sequence that moves contacts through follow-up over minutes, hours, or days.
A clear campaign structure helps prevent messages from running in the wrong order, sending at unsuitable times, or continuing after the contact has already replied.
Campaigns are deprecated
BizStackPro’s legacy Campaigns feature has been replaced by Workflows. Use this guide when maintaining an older campaign or when translating a campaign sequence into a current Workflow.
Basic Campaign Setup at a Glance
Before You Begin
Define the outcome and message sequence before opening the campaign builder.
- Decide what should cause the contact to enter the campaign.
- Choose one clear campaign outcome.
- List the messages or actions in the order they should occur.
- Decide how long the campaign should run.
- Choose acceptable message delivery days and hours.
- Decide whether contacts may enter more than once.
- Decide whether a reply should stop later events.
- Identify any users responsible for manual actions.
- Prepare a test contact before publishing.
Common Uses for a Basic Campaign
Lead Nurturing
Welcome the lead, provide useful information, send a reminder, and present an appropriate next step or offer.
Customer Onboarding
Send confirmation, getting-started information, training resources, check-ins, and the next onboarding step.
Re-Engagement
Send follow-up messages over several days to contacts who have not recently responded or taken action.
Start with one simple outcome
A basic campaign is easier to test and manage when every event supports one clear purpose.
Step 1: Create the Campaign
Open Campaigns
Open Campaigns from the legacy Automation area.
Select Create Campaign
Click Create Campaign in the upper-right area.
Enter the Campaign Name
Use a name that explains the audience and intended outcome.
Examples:
- New Lead – 7 Day Nurture
- Customer Onboarding – Week 1
Save the Campaign
Click Save to create the campaign shell.
Step 2: Configure the Campaign Settings
Open Campaign Configuration and define how the campaign should behave.
Step 3: Add Campaign Events
Events are the individual messages or actions that make up the campaign sequence.
Select Add Event
Click + Add Event.
Choose the Event Type
Select the type of event you want to add.
Available options may include:
- SMS
- Voicemail
- Manual Action
- Other available campaign events
Create the Message or Action
Add the email content, SMS message, voicemail details, Manual Action instructions, or other required event information.
Configure the Timing
Set how long BizStackPro should wait after the previous event before running this event.
Review Delivery Rules
Confirm that the event follows the intended delivery window and any other campaign restrictions.
Save the Event
Save the event and confirm that it appears in the correct position.
Repeat for the Remaining Events
Add each message or action in the order contacts should receive it.
Understand Relative Event Timing
Campaign event timing is relative to the event before it.
Example
If Event 2 has a wait time of 30 minutes, it runs 30 minutes after Event 1 completes.
This means each delay affects every later event in the sequence.
For example:
- Event 1 runs when the contact enters.
- Event 2 runs one day after Event 1.
- Event 3 runs two days after Event 2.
Event 3 therefore occurs approximately three days after Event 1, subject to delivery windows and other campaign settings.
Delivery windows can affect the final send time
When an event becomes due outside the permitted campaign window, its delivery may be delayed until the campaign is allowed to run.
Step 4: Test the Campaign
Test the campaign before changing its status to Published.
Keep the Campaign in Draft
Do not publish the campaign until the structure and event settings have been reviewed.
Use a Test Contact
Use contact information you control and can easily identify.
Shorten Timing for the Test
When practical, use shorter temporary delays so the sequence can be reviewed without waiting several days.
Review Every Event
Confirm the message content, links, custom values, sender information, timing, and delivery order.
Test Stop On Response
Reply as the test contact and confirm that later events stop when that setting is enabled.
Test Manual Actions
Confirm that Manual Actions appear for the correct assigned user.
Restore the Production Timing
Return temporary testing delays to the intended live schedule before publishing.
Step 5: Publish the Campaign
A Draft campaign does not run as a live campaign.
Review the Campaign Configuration
Confirm the delivery window, users, Allow Multiple setting, Stop On Response behavior, and next-campaign selection.
Review the Event Order
Confirm that the messages and actions appear in the intended sequence.
Review Event Timing
Confirm that each relative delay produces the intended overall campaign timeline.
Change Draft to Published
Change the campaign status from Draft to Published.
Confirm the Live Status
Verify that the campaign now shows as active or Published.
Publishing makes the campaign available to run
Complete the testing and final review before changing the campaign from Draft to Published.
Simple Campaign Examples
Lead Nurture
Welcome SMS → wait one day → value email → wait two days → reminder SMS → wait two days → offer email.
Customer Onboarding
Welcome email → wait one day → getting-started guide → wait three days → check-in message.
Use Stop On Response for conversational sales campaigns
When a lead reply should move the process from automation to a real conversation, enable Stop On Response so later sales messages do not continue unnecessarily.
Use Workflows for New Automation
Workflows are the current BizStackPro automation system and should be used for new automation builds.
The same planning principles still apply:
- Define the entry trigger.
- Choose one clear outcome.
- Add actions in a logical order.
- Set appropriate delays and sending windows.
- Assign users when human follow-up is required.
- Stop or branch the workflow when a contact responds.
- Test the full path before publishing.
Preserve working legacy campaigns
Do not replace a functioning legacy Campaign without first documenting its events, timing, settings, assignments, and contact-entry behavior.
Basic Campaign Best Practices
Frequently Asked Questions
How do I create a campaign in the automation tool?
What settings can I configure for my campaign?
How do I add events to my campaign?
What should I consider when setting event timings?
How do I make my campaign active?
Continue Learning
Continue learning how to configure campaign behavior, add human follow-up, and manage message timing.
